Approval Workflows

Deal Desk

When a Deal Desk request is created from Salesforce, a notification can be posted to the specific channel or sent as a DM. Upon clicking the Approve or Reject buttons, Workbot will authenticate the user to ensure that he/she has sufficient privileges to administer that action, before automatically logging into Salesforce.

IT request approvals

Quickly and easily request for IT items via ServiceNow from Slack. The designated approver can also view the buying history of the requester before approving or rejecting the request. The requester eventually gets a DM on the request outcome.

Order fulfillment approvals

When a purchase is made that needs to be fulfilled, like an ecommerce purchase, it often requires some form of approval. These are routed to Slack for a fast response. The fulfillment process can even be kickstarted automatically.

Vacation / Expense approvals

Going on a vacation or need to file for an expense report? Quickly request the approval workflow from your manager within Slack. All the information will be automatically recorded in your HR, Finance apps like Workday, Expensify.

Chat Ops

Security Ops

Handle all your security operations from Slack. For example, connect Okta to Workbot to get security notifications (such as an anomaly in login pattern) and act on it right from Slack. You can even perform actions such as view recent logins, see related groups a user is in, and activate/deactivate accounts.

Automated ITOps follow-up

Automatically assign a Jira or Github issue to someone when critical issues arise from a monitoring tool. Workbot can notify everyone in an appropriate channel. When the issue is updated, everyone gets notified in Slack too.

Smart, actionable alerts from DevOps

Instead of getting a firehose of alerts, you can define various thresholds, monitor velocity of alerts and then based on these settings, post alerts to the relevant channel or person on Slack.

Connected Support

Support escalation workflow

Quickly escalate support tickets to engineering by creating the corresponding ticket in Jira from Zendesk right from Slack. Further, you can even set up a channel and invite the relevant stakeholders such as support agents and engineers to resolve the issue, log comments to the tickets directly, without hopping in and out of the different systems.

View tickets quickly

Need to look up on ticket info? Simply type “show ticket” to see specific ticket details, or “list tickets” to view the last 5 tickets opened by the user.

Create tickets within Slack

Besides getting notifications, take actions within your apps from Slack. Quickly create support tickets right from Slack so you can save time and focus on providing better customer experience.

Connected Sales and Marketing

Visually track your progress

Workbot can help you monitor your sales target and shows you automated daily progress in charts.

Get info quickly and watch URLs unfurl

Get a quick refresher on the opportunities you’re working on without having to log into the app itself. Send Workbot URLs of opportunities and receive all the important details instantly.

Get personalized notifications

Receive custom notifications as updates are made to any of your leads and opportunities. Customize what specific updates trigger notifications and what type of information is surfaced to you.

Workbot commands are powered by the Workato platform via recipes. Customize recipes to suit your specific app customizations, or create your own workflows and commands to work with your business needs.

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Examples of what Workbot can do:

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Users love Workbot ❤️

Jon-Luke West

Software Engineer

OpticalPhusion

Workbot has become a very important part of our day-to-day work. The ability for it to proactively send relevant notifications as DMs and being able to act on them right away from within Slack will help us get things done faster and in ways that we could not before.

Chris Eustace

President and Founder

Eustace Consulting

I can manage the entire business from my phone with Slack and Workbot. If I’m traveling to a client or out of the office, I can manage the business from my phone. I can be completely mobile.

Jon-Luke West

OpticalPhusion

Chris Eustace

Eustace Consulting

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